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Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | July 21, 2020 Premium

Reshaping Supply Chains for the 2020s: #3—Building a More Flexible and Cost-Efficient Manufacturing System after Covid-19

In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss the implications of Covid-19 for retail manufacturing and the evolution of technology solutions to streamline processes, reduce costs and improve flexibility in supply chains.

Company Earnings Update | July 14, 2020

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Costco Monthly Sales, June 2020: Highest Total Comp Growth in the Past Year, but E-Commerce Growth Decelerates

Costco’s global same-store sales increased year over year in June, although e-commerce growth decelerated. We review the comparable sales metrics reported by Costco for June 2020 and consider the factors that impacted results—including coronavirus-led store closures and gasoline price deflation.

Insight Report | July 10, 2020 Premium

Four Months to Singles’ Day: How To Drive Brand Awareness and Store Traffic

With four months to go until Singles’ Day 2020, we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival.

Insight Report | July 9, 2020 Premium

Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis

We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.

Market Navigators/Market Outlook | July 9, 2020 Premium

US Department Stores: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the US department-store sector and present an outlook for the remainder of 2020. This report also highlights technology innovators that may support the sector moving forward. We summarize our key estimates for 2020 and beyond in an infographic.

Deep Dive | July 8, 2020 Premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

Insight Report | July 8, 2020 Premium

Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment

Coresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update.

Insight Report | July 7, 2020 Premium

H&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce

H&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. For H&M, 2020 will be the first year for many years that it will see a reduction in total store numbers. We look at their plans and explore the implications.

Insight Report | June 29, 2020 Premium

VF Corporation: A Timeline of Key Events

This report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade.

Insight Report | June 25, 2020 Premium

Beauty Insights: Opportunities in India’s Beauty and Personal Care Market

As part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.

Insight Report | June 25, 2020 Premium

US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year

With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day.

Deep Dive | June 24, 2020 Premium

Retail Innovators: REITs

The Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five disruptors in the REITs sector that are offering innovative data and technology solutions to real-estate owners. We also highlight the ways in which some REITs in the US are introducing innovation, such as by adding entertainment to properties.

Insight Report | June 23, 2020 Premium

China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping Festival

The 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.

Insight Report | June 22, 2020 Premium

May 2020 UK Retail Sales: Partial Rebound in Discretionary Sector Even Before Most Stores Reopen

UK retail sales saw improvement in May after April’s deep declines, aided by a strong performance in DIY and hardware-store sales as these were deemed essential by the government and were thus allowed to stay open during lockdown. Some sectors also began to reopen in May after coronavirus-led temporary closures. We review May data for UK retail in total and by sector.

Deep Dive | June 16, 2020 Premium

US Apparel Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.